Asset Allocation

Asset Allocation is a web-based interactive tool developed by Protegra for use by Financial Advisors:

• captures client profile information and client investor profiles via a questionnaire
• selects a model portfolio
• produces an "Investor Policy Statement" for the client
• electronically submits the investor profile (questionnaire responses, selected portfolio) to operations who then will begin the workflow to create the account in the back office system

Assect Allocation offers the following benefits to the Financial Services Industry:

• easy to use tool for the financial advisor
• tool accessible from anywhere via the web
• IPS documents supports branding, multilanguage, include/exclude text, customized text
• operationally easy to maintain questionnaires and consistency checking
• can integrate with rebalancing, CRM and order entry
• built on Protegra’s middle-office database for ease of enterprise integration